Etched
AI chip startup building application-specific integrated circuits (ASICs) optimized for transformer-based AI models.
Recently discussed in
How Etched compares
3 creators weighed in
Nvidia
Direct rival
AI chip market leader
Built only for running AI, not training it. Harry calls Etched a challenger to Nvidia; others say it lets companies break free from Nvidia dependence.
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3 creators
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3 creators
Built only for running AI, not training it. Harry calls Etched a challenger to Nvidia; others say it lets companies break free from Nvidia dependence.
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"Apple right now, they're entirely dependent on Nvidia chips like everybody else. Imagine owning their own chip company. Etched is exactly the kind of AI chip that Apple desperately needs — they're not training models, they're running inf..."
Alternative to continued Nvidia dependence; Apple Silicon not optimized for this workload
"Etched is the challenger to Nvidia in many respects and they raised $300 million Series C led by Sequoia."
Positioned as challenger to Nvidia for AI inference chips
"One of the companies that we're in is Etched, and these young people are like, 'Hey, we're going to totally disrupt Nvidia and build inference-specific chips.' What 20-year-old goes around thinking that? But they're unencumbered by the f..."
Positioned as a disruptor to Nvidia; mentioned alongside Cerebras and SambaNova as inference chip competitors
What creators say
"Apple right now, they're entirely dependent on Nvidia chips like everybody else. Imagine owning their own chip company. Etched is exactly the kind of AI chip that Apple desperately needs — they're not training models, they're running inference con..."
More from This Week in Startups →"There's a long tail of other companies that are popping up — net new companies are great — such as Etched, Senova, or dMatrix. All these companies are popping up and I think the main challenge for them is scale."
More from Neil Movva →
"The other company that's been etching is Etched. That's the name of the company. It just hit $21 billion in valuation."
More from Dave Blundin →"Etched is the challenger to Nvidia in many respects and they raised $300 million Series C led by Sequoia."
More from Harry Stebbings →"One of the companies that we're in is Etched, and these young people are like, 'Hey, we're going to totally disrupt Nvidia and build inference-specific chips.' What 20-year-old goes around thinking that? But they're unencumbered by the fear. They ..."
More from Michael Kim →"Anduril, Etched, Cognition, SpaceX, OpenAI, Anthropic, Seronic, Modal. So yeah, the list goes on."
More from Geoff Woo →Keep exploring
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